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Revision 4080

Added by daigle about 16 years ago

Merge 1.9 changes into Head

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metacatinstall.html
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         <a HREF="metacatinstall.html#Pre-Installation">Pre-Installation</a>
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      </li>
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      <li>
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         <a HREF="metacatinstall.html#Aditional Software Setup">Aditional Software Setup</a>
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         <a HREF="metacatinstall.html#Additional Software Setup">Additional Software Setup</a>
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      </li>
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      <li>
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         <a HREF="metacatinstall.html#Edit build.properties File">Edit <code>build.properties</code> File</a>
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         <a HREF="metacatinstall.html#Installing Metacat">Installing Metacat</a>
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      </li>
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      <li>
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         <a HREF="metacatinstall.html#Compilation and Installation">Compilation and Installation</a>
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      </li>
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        <li>
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         <a HREF="metacatinstall.html#Upgrade">Compilation and Upgrading Existing Metacat</a>
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         <a HREF="metacatinstall.html#Upgrade">Upgrading Existing Metacat</a>
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      </li>
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      <li>
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        <a href="metacatinstall.html#Registry">Registry</a>
......
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</table>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p><a name="Aditional Software Setup"><h2>Aditional Software Setup</h2></p></td>
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<td class="tablehead" colspan="2"><p><a name="Additional Software Setup"><h2>Aditional Software Setup</h2></p></td>
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<tr>
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<td>
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  <p class="header">Java</p>
......
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</table>
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<table class="tabledefault" width="100%">
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<td class="tablehead" colspan="2"><p><a name="Edit build.properties File"><h2>Edit <code>build.properties</code> File</h2></p></td>
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<td class="tablehead" colspan="2"><p><a name="Installing Metacat"><h2>Installing Metacat</h2></p></td>
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<tr>
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<td>
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  <p>
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   Once all of the prerequisite software is installed as described above, 
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   the installation of Metacat can begin.  First you must have a current
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   version of the source distribution of Metacat.  You can get it two ways.
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   Authorized users can check it out of the NCEAS 
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   <a href="http://www.nceas.ucsb.edu/cgi-bin/cvsweb.cgi/xmltodb/">CVS</a>
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   system. You'll need both the "metacat" module and the "utilities" module to
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   be checked out in sibling directories. The command is as follows: 
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   <pre>mkdir knb-software</pre>
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   <pre>cd knb-software</pre>
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   <pre>cvs checkout -P metacat</pre>
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   <pre>cvs checkout -P utilities</pre>  
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   Or you can 
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   <a href="/software/download.html">download</a> a gzipped tar file
242
   from this site.
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  </p>
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   <p>
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   Once you have either checked out or unzipped and untarred the source
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   distribution, you can begin the installation process.  Change into the 
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   metacat directory and edit the file called "<code>build.properties</code>".  You will need 
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   to change a number of configuration properties to match the setup on
249
   your system. The property values that you will likely need to change are described in 
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   detail in the following table:
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  </p>
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  <br/>
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  <table border="1">
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    <tr>
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      <td><b>Property</b></td>
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      <td><b>Description</b></td>
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      <td><b>Default value and examples of other values</b></td>
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    </tr>
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    <tr>
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      <td>tomcat</td>
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      <td>The tomcat property is the location in which tomcat is installed.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/usr/local/devtools/jakarta-tomcat</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5</code></td>
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    </tr>
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    <tr>
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      <td>deploy.dir</td>
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      <td>The deploy.dir property is the location in which your tomcat servlet 
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          contexts are deployed. This is typically "${tomcat}/webapps",
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          where ${tomcat} is the same value that you entered for the 'tomcat'
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          property above.
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/www/org.ecoinformatics.knb</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5/webapps</code>
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      </td>
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    </tr>
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    <tr>
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      <td>tomcatversion</td>
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      <td>The tomcatversion property is the version of Tomcat in which you 
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          want Metacat to run. This will determine the location of some
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          jar files coming with Tomcat. 
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          <p>
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            <em>Note: Tomcat 3 and 4 are no longer tested or supported by Metacat.
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                Users are highly encouraged to upgrade to Tomcat 5.5.
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            </em>
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          </p>
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          <p>
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            <em>Also note: a property value of 'tomcat5' can be set when using
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                either Tomcat 5.0 or Tomcat 5.5.
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            </em>
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          </p>
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>tomcat5</code>
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      <br><br>Other possible values (deprecated):&nbsp;&nbsp;
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          <code>tomcat3 tomcat4</code>
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      </td>
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      </td>
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    </tr>
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    <tr>
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      <td>metacat.context</td>
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      <td>The metacat.context property is the name of the servlet context in which you 
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          want Metacat to be installed. This will determine the installation 
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          directory for the servlet and many of the URLs that are used to access
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          the installed Metacat server.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>knb</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>mycontext</code>
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      </td>
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    </tr>
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    <tr>
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      <td>config.hostname</td>
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      <td>The config.hostname property is the hostname of the server on which Metacat is 
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          running (note that you should not include the 'http://' in the config.hostname
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          property).
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      </td>
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      <td>Default:&nbsp;&nbsp;
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         <code>knb.ecoinformatics.org</code>
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      <br><br>Example:&nbsp;&nbsp;
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         <code>somehost.university.edu</code>
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      </td>
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    </tr>
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    <tr>
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      <td>config.port</td>
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      <td>The config.port property is the HTTP plain port number that is used to connect to Metacat.
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          If Tomcat is running stand-alone, the value will typically be 8080.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>80</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>8080</code>
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      </td>
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    </tr>
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    <tr>
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      <td>config.port.https</td>
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      <td>The config.port.https property is the HTTP secure port number that is used to connect to Metacat,
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          generally when replicating documents to and from other Metacat servers.
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          If Tomcat is running stand-alone, the value will typically be 8443.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>443</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>8443</code>
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      </td>
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    </tr>
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    <tr>
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      <td>ldapUrl</td>
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      <td>URL to the LDAP server. The LDAP server is used in the default
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          authentication module to authenticate and identify users of the
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          system.  To participate in the KNB network, you should leave this at
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          the default.  But it can be changed if you want to use a 
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          different directory of users.
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>ldap://ldap.ecoinformatics.org/dc=ecoinformatics,dc=org</code>
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      </td>
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    </tr>
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    <tr>
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      <td>database</td>
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      <td>Select the database to use for metadata storage.
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          <p>
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          The build file is preconfigured to install Metacat either using 
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          Oracle, PostgreSQL, or Microsoft SQL Server as a backend database.  
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          To change the database system, simply change the value of the 'database' 
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          property to be the name of the database target that you wish to use.
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          </p>
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          <p>
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          Valid values are <code>oracle</code>, <code>postgresql</code>, or
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          <code>sqlserver</code>. <em>Note that sqlserver support is minimal and
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          probably will not work without substantial changes on your part,
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          possibly including code changes.  We have not recently tested on 
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          sqlserver.</em>
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          </p>
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      </td>
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      <td>Default:&nbsp;&nbsp;
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          <code>postgresql</code>
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      <br><br>Other possible values:&nbsp;&nbsp;
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          <code>oracle</code>&nbsp;&nbsp;
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          <code>sqlserver</code>
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      </td>
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    </tr>
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    <tr>
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      <td>jdbc-connect</td>
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      <td>The JDBC connection string used to connect to the database.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>jdbc:postgresql://localhost/metacat</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>jdbc:oracle:thin:@somehost.university.edu:1521:metacat</code>
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      </td>
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    <tr>
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      <td>jdbc-base</td>
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      <td>The base directory for locating JDBC jar files. When using the postgresql database, the default setting of './lib' can be used,
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          while oracle and sqlserver databases will require a different setting since these jar files are not included in the Metacat
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          distribution.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>./lib</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>/usr/oracle/jdbc/lib</code><br>
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      </td>
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    </tr>
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    <tr>
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      <td>user</td>
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      <td>The database user name that you set up to use Metacat.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>metacat</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>metacatuser</code>
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      </td>
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    </tr>
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    <tr>
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      <td>password</td>
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      <td>The database password that you set up to use Metacat.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>yourPasswordHere</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>metacat123</code>
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      </td>
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    </tr>
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    <tr>
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      <td>datafilepath</td>
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      <td>The datafilepath is the directory to store data files.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/metacat/data</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5/data/metacat/data</code>
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      </td>
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    </tr>
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    <tr>
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      <td>inlinedatafilepath</td>
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      <td>The inlinedatafilepath is the directory to store inline data that
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          has been extracted from EML documents.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>/var/metacat/inline-data</code>
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      <br><br>Example:&nbsp;&nbsp;
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          <code>C:/Tomcat-5.5/data/metacat/inlinedata</code>
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      </td>
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    </tr>
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    <tr>
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      <td>default-style</td>
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      <td>The default-style parameter defines the "style-set" that is to be used
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          by default when the qformat parameter is missing or set to "html"
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          during a query. It is set to "default", which is one of the styles that 
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          ships with the default metacat distribution. Other possible settings
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          are shown in the examples to the right.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>default</code>
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      <br><br>Examples:<code>esa kepler knb knb2 knp lter ltss nceas nrs obfs pisco specnet</code>
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      </td>
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    </tr>
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    <tr>
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      <td>administrators</td>
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      <td>The administrators parameter lists the accounts that are allowed to
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          perform administrative actions such as rebuilding indices for 
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          documents. The list can contain more than one account separated
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          by colons.</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>uid=jones,o=NCEAS,dc=ecoinformatics,dc=org</code>
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      <br><br>Examples:&nbsp;&nbsp;
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          <code>uid=localadmin,o=ucnrs.org</code>
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      </td>
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    </tr>
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	<!-- start lsid stuff -->
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	<tr>
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      <td>authority.context</td>
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      <td>This is the context for the (Life Sciences Identifier) LSID authority.
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        LSID support is an optional feature which can be configured to provide
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        metacat access to LSID clients. For more information on LSID's see <a href="http://wiki.gbif.org/guidwiki/wikka.php?wakka=LSID">TDWG
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        site</a>.</td>
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      <td>Default: <code>authority</code></td>
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    </tr>
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	<tr>
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      <td>config.lsidauthority</td>
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      <td>This is the name of the LSID authority that this metacat should use.
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        This authority needs to be defined as SRV record in a DNS.</td>
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      <td><p>Default: <code>ecoinformatics.org</code></p>
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        <p>Examples: <code>esa.org</code> or <code>sulphur.ecoinformatics.org</code></p></td>
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    </tr>
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    <tr>
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      <td>install.ecogrid</td>
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      <td>Enables EarthGrid web services. EarthGrid web services are disabled by default. 
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          To enable EarthGrid web services (including query, put, authentication and 
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          identifier interface), set this value to <code>true</code>, and also set the value
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          of the <em>metacat.dir</em> property as detailed below.</td>
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      <td>
488
          Default:&nbsp;&nbsp;<code>false</code>
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      </td>
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    </tr>
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    <tr>
492
      <td>metacat.dir</td>
493
      <td>If the <em>install.ecogrid</em> property (see above) is set to <code>true</code>, this
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          property should be set to the absolute path of the top-level metacat directory.
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          If <em>install.ecogrid</em> is set to <code>false</code> (the default setting), 
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          the value of <em>metacat.dir</em> is ignored.          
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      </td>
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      <td>Default:&nbsp;&nbsp;<code>/home/tao/project/metacat</code></td>
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    </tr>
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  </table>
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   Note: If property "install.ecogrid" is set to be true(EarthGrid is enabled), you need to change the value of "metacatURL" to your metacat url in
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   seek/projects/ecogrid/conf/MetacatImpl/classes/metacat.properties file.
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  <br>
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  <a name="protocol"></a>
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  <p>This section is only for a fresh installation. If you are upgrading an existing Metacat, please skip
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  this section and go to the next one -  <a HREF="metacatinstall.html#Upgrade">Upgrading Existing Metacat</a>
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229
  <h3>Download Metacat application</h3>
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  <p>
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  Other properties in <code>build.properties</code> that you can (but generally need not) change:
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  </p>
231
  <p>First <a href="/software/download.html">download metacat-1.9.0.tar.gz</a> from this site.</p><br>
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  <table border="1">
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    <tr>
511
      <td><b>Property</b></td>
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      <td><b>Description</b></td>
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      <td><b>Default value and examples of other values</b></td>
514
    </tr>
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    <tr>
516
      <td>server</td>
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      <td>The server property is the hostname and port number of the server that Metacat uses
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          for replicating documents to and from other Metacat servers, which should be with the secure (HTTPS) port.
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          Since this property is usually composed of the <code>config.hostname</code> and <code>config.port.https</code> properties (described above),
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          the default setting can be used in most cases.
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      </td>
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      <td>Default:&nbsp;&nbsp;<code>${config.hostname}:${config.port.https}</code></td>
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    </tr>
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    <tr>
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      <td>httpserver</td>
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      <td>httpserver is the plain HTTP address and port number that Metacat uses for purposes
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          other than replication. Since this property is usually composed of the <code>config.hosthame</code> and <code>config.port</code>
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          properties (described above), the default setting can be used in most cases.</td>
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      <td>Default:&nbsp;&nbsp;<code>${config.hostname}:${config.port}</code>
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      </td>
531
    </tr>
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    <tr>
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      <td>http.protocol</td>
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      <td>http.protocol is the string used in the leading part of a URL to indicate use of the HTTP protocol.</td>
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      <td>Default:&nbsp;&nbsp;<code>http</code>
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      </td>
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    </tr>
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    <tr>
539
      <td>config.metacatserver</td>
540
      <td>The URL to the metacat server, composed in part from three other properties (http.protocol, httpserver, and metacat.context).</td>
541
      <td>Default:&nbsp;&nbsp;<code>${http.protocol}://${httpserver}/${metacat.context}/metacat</code>
542
      </td>
543
    </tr>
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    <tr>
545
      <td>inst.cgi.dir</td>
546
      <td>Installation directory for registry CGI scripts</td>
547
      <td>Default:&nbsp;&nbsp;
548
          <code>/var/www/cgi-knb</code>
549
      </td>
550
    </tr>
551
    <tr>
552
      <td>cgi-prefix</td>
553
      <td>The URL used for executing CGI scripts</td>
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      <td>Default:&nbsp;&nbsp;
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          <code>http://${httpserver}/cgi-bin</code>
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      </td>
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    </tr>
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    <tr>
559
      <td>cvsroot</td>
560
      <td>CVS access to retrieve latest EML. Only used by
561
          developers in building the release.</td>
562
      <td>Default:&nbsp;&nbsp;
563
          <code><pre>:ext:${env.USER}@cvs.ecoinformatics.org:/cvs</pre></code>
564
          Example:&nbsp;&nbsp;
565
          <code><pre>:ext:myaccount@cvs.ecoinformatics.org:/cvs</pre></code>
566
      </td>
567
    </tr>
568
    <tr>
569
      <td>knb-site-url</td>
570
      <td>This is the URL to the web context root for the knb site. 
571
          It is used for the qformat=knb skin only.</td>
572
      <td>Default:&nbsp;&nbsp;
573
          <code>http://knb.ecoinformatics.org</code>
574
      </td>
575
    </tr>
576
    <tr>
577
      <td>timedreplication</td>
578
      <td>Determines whether timed replication to other metacat servers is being used.</td>
579
      <td>Default:&nbsp;&nbsp;
580
          <code>false</code>
581
      <br><br>Other possible values:&nbsp;&nbsp;
582
          <code>true</code>
583
      </td>
584
    </tr>
585
    <tr>
586
      <td>firsttimedreplication</td>
587
      <td>The time for starting first timed replication if timedreplication is true.
588
          (See comments in build.properties file for additional details.)</td>
589
      <td>Default:&nbsp;&nbsp;
590
          <code>10:00 PM</code>
591
          <code>&nbsp;</code>
592
      </td>
593
    </tr>
594
    <tr>
595
      <td>timedreplicationinterval</td>
596
      <td>The interval to next timed replication if timedreplication is true.
597
          The value is in milliseconds and default value is 48 hours.</td>
598
      <td>Default:&nbsp;&nbsp;
599
          <code>172800000</code>
600
          <code>&nbsp;</code>
601
      </td>
602
    </tr>
603
    <tr>
604
      <td>forcereplicationwaitingtime</td>
605
      <td>The waiting time before replication is forced to begin after
606
          uploading a package. The default value should usually suffice.</td>
607
      <td>Default:&nbsp;&nbsp;
608
          <code>30000</code>
609
          <code>&nbsp;</code>
610
      </td>
611
    </tr>
612
    <tr>
613
      <td>log.dir</td>
614
      <td>The directory where replication log files are to be written by Metacat.</td>
615
      <td>Default:&nbsp;&nbsp;<code>${tomcat}/logs</code></td>
616
    </tr>
617
    <tr>
618
      <td>moderators</td>
619
      <td>Moderator accounts, in a colon-separated list. Specifies a list of special users who can review a general user's submission. 
620
             Moderators can approve, revise and reject the submission after reviewing. This property is only used in the ESA skin.</td>
621
      <td>Default:&nbsp;&nbsp;<code>cn=knb-prod,o=NCEAS,dc=ecoinformatics,dc=org</code></td>
622
    </tr>
623
    <tr>
624
      <td>allowedSubmitters</td>
625
      <td>Specifies the list of users who should be allowed to submit documents. 
626
          If no value is specified (the default setting), all users will be allowed to submit documents.
627
      </td>
628
      <td>Default:&nbsp;&nbsp;(no value)</td>
629
    </tr>
630
    <tr>
631
      <td>deniedSubmitters</td>
632
      <td>Specify the list of users who should not be allowed to submit documents. 
633
          If no value is specified (the default setting), all users will be allowed to submit documents.</td>
634
      <td>Default:&nbsp;&nbsp;(no value)</td>
635
    </tr>
636
    <tr>
637
      <td>config.metadataLabelLsid</td>
638
      <td> </td>
639
      <td>Default:&nbsp;&nbsp;<code>${config.lsidauthority}</code></td>
640
    </tr>
641
    <tr>
642
      <td>build.dir</td>
643
      <td>The name of the subdirectory that is created when metacat is built by the 'ant' tool.</td>
644
      <td>Default:&nbsp;&nbsp;<code>build</code></td>
645
    </tr>
646
    <tr>
647
      <td>lsid.build.dir</td>
648
      <td>The name of the subdirectory for building the LSID component of metacat.</td>
649
      <td>Default:&nbsp;&nbsp;<code>${build.dir}/lsid</code></td>
650
    </tr>
651
    <tr>
652
      <td>lib.dir</td>
653
      <td>The name of the subdirectory where library (.jar) files and a number of other important files are located.</td>
654
      <td>Default:&nbsp;&nbsp;<code>lib</code></td>
655
    </tr>
656
    <tr>
657
      <td>lsid.lib.dir</td>
658
      <td>The name of the subdirectory where LSID library (.jar) files are located.</td>
659
      <td>Default:&nbsp;&nbsp;<code>${lib.dir}/lsid_lib</code></td>
660
    </tr>
661
    <tr>
662
      <td>lsid.classes.dir</td>
663
      <td>The relative path to the location of Java classes that support LSID.</td>
664
      <td>Default:&nbsp;&nbsp;<code>edu/ucsb/nceas/metacat/lsid</code></td>
665
    </tr>
666
    <tr>
667
      <td>conf.dir</td>
668
      <td>The name of the directory where LSID configuration files are located.</td>
669
      <td>Default:&nbsp;&nbsp;<code>lib/lsid_conf</code></td>
670
    </tr>
671
    <tr>
672
      <td>services.dir</td>
673
      <td>The name of the directory where LSID services configuration files are located.</td>
674
      <td>Default:&nbsp;&nbsp;<code>${conf.dir}/services</code></td>
675
    </tr>
676
    <tr>
677
      <td>webinf.dir</td>
678
      <td>The name of the directory where additional LSID web services files are located.</td>
679
      <td>Default:&nbsp;&nbsp;<code>${conf.dir}/WEB-INF</code></td>
680
    </tr>
681
    <tr>
682
      <td>compile.debug</td>
683
      <td>Indicates whether Java source should be compiled with debug information.</td>
684
      <td>Default:&nbsp;&nbsp;<code>true</code></td>
685
    </tr>
686
    <tr>
687
      <td>compile.deprecation</td>
688
      <td>Indicates whether Java source should be compiled with deprecation information.</td>
689
      <td>Default:&nbsp;&nbsp;<code>false</code></td>
690
    </tr>
691
    <tr>
692
      <td>compile.optimize</td>
693
      <td>Indicates whether Java source should be compiled with optimization.</td>
694
      <td>Default:&nbsp;&nbsp;<code>true</code></td>
695
    </tr>
696
    <tr>
697
      <td>indexPaths</td>
698
      <td>The <em>indexPaths</em> property specifies a comma-separated (potentially long) list 
699
          of indexed paths that can be utilized to improve the
700
          performance of metacat queries. Each component of the <em>indexPaths</em> property
701
          should specify an absolute or relative path (using an XPath-like syntax) to an XML element or 
702
          attribute present in the XML documents being queried. Metacat stores XML 
703
          element and attribute values for indexed paths in a special database table 
704
          that optimizes search performance.
705
          <p>Metacat queries allow you to specify (using the &lt;pathexpr&gt; tag in search query) 
706
          an exact path to which you want
707
          to restrict the search. When the &lt;pathexpr&gt; path that is specified in the query
708
          is a member of the <em>indexPaths</em> list, search results are returned faster 
709
          because metacat can conduct its search using the optimized database table.
710
          <p>
711
          The default value for the <em>indexPaths</em> property contains numerous paths to EML
712
          elements and attributes that are commonly queried by metacat search tools. 
713
          For example, <em>keyword</em> is a
714
          member of this list because it is common for search tools to query
715
          the <em>keyword</em> field in EML documents. For most purposes, the default value will
716
          optimize various types of searches on EML documents and need not be changed.
717
          <p>
718
          For more information about metacat queries, 
719
          see <a href="./metacatquery.html">Queries and Results</a>.
720
      </td>
721
      <td>Default:&nbsp;&nbsp;<code>organizationName,originator/individualName/surName,...</code></td>
722
    </tr>
723
  </table>
724
  <p>
725
  Metacat has a number of additional settable properties in file
726
  <code>lib/metacat.properties</code>. Under most circumstances,
727
  you will not need to modify this file because the properties of interest
728
  to you can be controlled by editing <code>build.properties</code> as
729
  described above. To learn more about Metacat's additional properties,
730
  see <a href="./properties.html">Metacat Properties File</a>.
731
  </p>
732
  <p class="emphasis">
733
   Note: When setting properties, DO NOT add a trailing slash [/] to the end of any paths that are specified.
734
   Metacat will not function correctly if you do so.
735
  </p>
233
  <p>Extract the contents of the tar file in Linux/Mac by typing: </p>
234
  <pre>
235
  <b>
236
  tar-xvzf metacat-1.9.0.tar.gz
237
  </b>
238
  </pre> 
239
 
240
  <h3>Copy war file to Tomcat application directory</h3>
736 241

  
737
</td>
738
</tr>
739
</table>
242
  <p>Copy knb.war to $CATALINA_HOME/webapps</p>
243
  <p>If desired, you can rename the war file to &lt;yourcontext&gt;.war</p>
740 244

  
741
<table class="tabledefault" width="100%">
742
<td class="tablehead" colspan="2"><p><a name="Compilation and Installation"><h2>Compilation and Installation</h2></p></td>
743
<tr>
744
<td>
745
  <a name="protocol"></a>
746
  <p>This section is only for a fresh installation. If you are upgrading an existing Metacat, please skip
747
  this section and go to the next one -  <a HREF="metacatinstall.html#Upgrade">Compilation and Upgrading Existing Metacat</a>
748
  <p>    
749
  <h3>Run Ant Build</h3></p>
750
  <p>
751
   Ant allows compilation and installation to be done in one step.
752
   Change into the metacat directory and type: 
753
   <pre><b>ant install</b></pre>
754
   <p>
755
   You should see a bunch of messages telling you the progress of compilation
756
   and installation.  When it is done you should see the message 
757
   BUILD SUCCESSFUL
758
   and you should be returned to a UNIX command prompt.  If you do not see
759
   the message BUILD SUCCESSFUL then there was an error that you need to 
760
   resolve.
761
   This may come up if you are logged in as a user that does not have write
762
   access to one or more of the directories that are listed in the build.xml
763
   file, or if any of the paths to files are not configured correctly in the
764
   "config" target.
765
  </p>
766
  <p>
767
  Note: The 'data' directories that are indicated in the 'datafilepath' and
768
  'inlinedatafilepath' build properties must be writable
769
  by user account under which Tomcat runs or you will not be able to upload 
770
  data files to the system.
771
  </p>
245
  <h3>Create Metacat directory</h3>
246
  
247
  <p>Create the Metacat storage directory:</p>
248
  <pre>
249
  <b>
250
  mkdir /var/metacat
251
  </b>
252
  </pre> 
253
  
254
  <p>Change the ownership of the Metacat storage directory to be the user that runs Tomcat:
255
  <pre>
256
  <b>
257
  chown tomcat:tomcat /var/metacat
258
  </b>
259
  </pre></p> 
772 260

  
773
  <p class="header">To install metacat LSID support, adjust the LSID-related
774
    properties in the build.properties files and type:
775
  <p class="header"><b>ant deploy-lsid</b>
776
  <p>    
777
  <h3>SQL Scripts</h3></p>
778
  <p>
779
   You now need to set up the table structure in your database.  You can 
780
   do this either using the ant build system, or by manually running the
781
   scripts using a sql utility.
782
  </p>
783
  <p><b>WARNING: Do NOT run this on an existing metacat installation as it
784
  will delete all of your data.  If you have an existing metacat installation,
785
  see the instructions for <a HREF="metacatinstall.html#Upgrade">"Compilation and Upgrading Existing Metacat"</a> below.</b></p>
786

  
787
  <p>To run the scripts using ant, type
788
   <pre><b>ant installdb</b></pre> 
789
  </p>
790
  <p>To run the scripts manually, change to the
791
   metacat/build/src directory.  Then run you RDBMS's SQL utility.  In Oracle it is
792
   SQLPlus.  This tutorial assumes an Oracle database so this example is for
793
   SQLPlus.  Login as the oracle user that was set up for use with Metacat.
794
   At the SQLPlus prompt type the following: <pre><b>@xmltables.sql;</b></pre>
795
   For postgres, use a command like: 
796
   <code>psql -U metacat -W -h localhost -f build/src/xmltables-postgres.sql metacat</code>
797
  </p>
798
  <p>Either way, 
799
   you should see a bunch of output showing the creation of the Metacat table
800
   space. The first time you run this script you will get several errors at the 
801
   beginning saying that you cannot drop a table/index/trigger because it 
802
   does not exist.  This is normal.  Any other errors besides this need to be
803
   resolved before continuing. The script file name for PostgreSQL is 
804
   xmltables-postgres.sql and for Microsoft SQL server is 
805
   xmltables-sqlserver.sql.
806
  </p>
807
  <p>
808
   If the script has run correctly you should be able to type 
809
   <pre>describe xml_documents</pre> and it should show:
810
   <pre>
811
    Name            Null?         Type
812
    --------------  ------------  ---------------- 
813
     DOCID          NOT NULL      VARCHAR2(250)
814
     ROOTNODEID                   NUMBER(20)
815
     DOCNAME                      VARCHAR2(100)
816
     DOCTYPE                      VARCHAR2(100)
817
     DOCTITLE                     VARCHAR2(1000)
818
     USER_OWNER                   VARCHAR2(100)
819
     USER_UPDATED                 VARCHAR2(100)
820
     SERVER_LOCATION              NUMBER(20)
821
     REV                          NUMBER(10)
822
     DATE_CREATED                 DATE
823
     DATE_UPDATED                 DATE
824
     PUBLIC_ACCESS                NUMBER(1)
825
     UPDATED                      NUMBER(1)
826
   </pre>
827
  </p>
828
  <p><h3>Register schemas and DTDs</h3></p>
829
  <p>Once the tables have been created, you should also register the Ecological
830
  Metadata Language (EML) DTDs and schemas. <b>However, note that you should 
831
  NOT do this if you are upgrading an existing installation -- the upgrade
832
  scripts take care of it for you (see the next section).</b>  If you are
833
  installing new, you can register the schema documents by running:</p>
834
  <pre><b>ant register-schemas</b></pre> 
835
  <p>This command registers the EML DTDs' and schemas' location in the 
836
  metacat server.  Your database username and password have to be set correctly
837
  for this to work.  Also, if for some reason running this script from ant
838
  does not work, you could instead try running "build/src/loaddtdschema.sql"
839
  from your sql utility (but be sure to use the version in the 'build' directory
840
  that has been customized for your installation).
841
  </p>
842 261
  <h3>Restart Tomcat</h3>
843 262
  <p>
844 263
   Once you have successfully installed Metacat, there is one more step.  Tomcat
......
857 276
   </pre>
858 277
   If you see that message Tomcat is successfully loading the Metacat servlet.
859 278
   Next, try to run your new servlet.  Go to a web browser and type:
860
   <pre>http://yourserver.yourdomain.com/yourcontext/</pre>
279
     <pre>
280
     http://yourserver.yourdomain.com/yourcontext/
281
     </pre>
861 282
   You should substitute your context name for "yourcontext" in the url above.
862
   If everything is working correctly, you should see a query page followed
863
   by an empty result set.  Note that if you do not have Tomcat integrated with
283
   If everything is working correctly, you should see a Metacat configuration screen.  Note that if you do not have Tomcat integrated with
864 284
   Apache you will probably have to type
865
   <pre>http://yourserver.yourdomain.com:8080/yourcontext/</pre>
285
     <pre>
286
     http://yourserver.yourdomain.com:8080/yourcontext/
287
     </pre>
866 288
  </p>
867 289
  <p><b>Troubleshooting</b>: If you see something like java.lang.InternalError: 
868 290
  Can't connect to X11 window server using 'yourservanme:0.0' as the value of the DISPLAY variable.
......
871 293
  catalina.sh file in tomcat bin directory. The reason is that GeoServer uses X11 windows to draw graphics.
872 294
  </p>
873 295
  
296
  <h3>Configure Metacat</h3>
297
  <p>
298
  Once you see the Metacat configuration screen, you can follow the instructions in the 
299
  <a href="./metacatconfigure.html"> Configuring Metacat Section</a> 
300
  to complete the internal configuration of Metacat.
301
  </p>
302
  
874 303
  <h3>Deploy wsdl file (Only for EarthGrid-enabled Metacat installation) </h3>
875 304
  <p>
876 305
   Once Tomcat is running successfully, there is another step for EarthGrid-enabled Metacat installation. 

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